Trevor Stone (CRD# 7509537) is an Investment Advisor Representative working at Parkshore Wealth Management in Roseville, CA and has 1 year of experience in the finance industry. Trevor Stone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Parkshore Wealth Management | Roseville, CA | May 2020 - Current | 3 |
| Utah Valley University | Orem, UT | Jan 2016 - May 2020 | 4 |
| Uvu Campus Connection | Orem, UT | Jan 2017 - Apr 2020 | 3 |
| Parkshore Wealth Management | Roseville, CA | May 2019 - Aug 2019 | < 1 |
| Rmc Financial Advisors | Davis, CA | May 2018 - Aug 2018 | < 1 |
| Leo & Mark Nelson General Contractors | Woodland, CA | May 2016 - Aug 2016 | < 1 |
| Unemployed | Orem, UT | Sep 2015 - Dec 2015 | < 1 |
| Dependable Heating And Air | Dixon, CA | May 2015 - Aug 2015 | < 1 |
| Unemployed | Dixon, CA | May 2012 - Aug 2015 | 3 |
- CA
- TX
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Total Assets Under Management363MILLIONS
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Total Number of Accounts1,605ACCOUNTS
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Average Account Value$226,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AZ, CA, CO, FL, ID, NV, OR, TX, UT
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